No Retreat, No Surrender Newsletter
Analyzing and commenting on the hot topics in business, politics, and economics globally
I do not play favorites nor do I criticize to be malicious or disrespectful. My goal is simple: Provide opinions that help cut through noise, educate, uncover lies and half-truths, and provide clarity.
The Cautionary Tale of Online Pharmacy Capsule
Capsule is attempting to rebuild the pharmacy industry leveraging an emotionally resonate brand and technology that enables customized outcomes for doctors, hospitals, insurers and manufacturers. I've researched Capsule since the company was founded by CEO Eric...
Rise of the Business Influencer
On a weekly basis, individuals and investors from around the world contact me and ask this question: Have you considered launching your own podcast? My reply is always the same - I have zero interest in launching a podcast because I believe the majority of podcasts...
The Brutal Truth about AI
I give Google CEO Sundar Pichai, credit for doing his best to act “surprised” when he spoke about the impact AI will have on the economy and society. Sundar knows exactly what AI can do. Google has used AI for years. AI is vital to Google. This is the brutal truth...
This is How Amazon Wins the Grocery War
I appreciate the fact that my posts and articles are read and shared across Amazon. Thank you to everyone at Amazon who shares six-pagers, photos and diagrams of store mockups, and other information related to Amazon's grocery strategy. I enjoy our conversations....
This is the Reason Why Elon Musk has Launched his Own AI Company
Elon Musk, Founder and CEO of Tesla and SpaceX, and who acquired Twitter in 2022 for $40B, is launching his own AI company called X.AI Corporation. Musk has brought on Igor Babuschkin, a former DeepMind employee, to lead the efforts. I've been expecting Musk to launch...
Andy Jassy’s Letter to Amazon Shareholders: A Review
Amazon CEO Andy Jassy released his annual letter to shareholders. You can read the letter in its entirety here. Below are my comments. Overall, Jassy is focusing on all the right things for Amazon. Jassy had to reduce headcount at the corporate level, and allow for...